Powell Investment Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Hold |
10,215
| – | – | 0.31% | 46 |
|
|
2025
Q1 | $805K | Hold |
10,215
| – | – | 0.4% | 38 |
|
|
2024
Q4 | $773K | Hold |
10,215
| – | – | 0.36% | 43 |
|
|
2024
Q3 | $825K | Hold |
10,215
| – | – | 0.39% | 43 |
|
|
2024
Q2 | $696K | Hold |
10,215
| – | – | 0.36% | 45 |
|
|
2024
Q1 | $671K | Hold |
10,215
| – | – | 0.35% | 47 |
|
|
2023
Q4 | $647K | Hold |
10,215
| – | – | 0.36% | 46 |
|
|
2023
Q3 | $602K | Hold |
10,215
| – | – | 0.36% | 47 |
|
|
2023
Q2 | $668K | Hold |
10,215
| – | – | 0.39% | 44 |
|
|
2023
Q1 | $691K | Sell |
10,215
-24
| -0.2% | -$1.63K | 0.38% | 44 |
|
|
2022
Q4 | $722K | Buy |
10,239
+24
| +0.2% | +$1.69K | 0.42% | 40 |
|
|
2022
Q3 | $669K | Hold |
10,215
| – | – | 0.44% | 32 |
|
|
2022
Q2 | $716K | Hold |
10,215
| – | – | 0.43% | 30 |
|
|
2022
Q1 | $761K | Hold |
10,215
| – | – | 0.44% | 35 |
|
|
2021
Q4 | $731K | Hold |
10,215
| – | – | 0.42% | 34 |
|
|
2021
Q3 | $653K | Hold |
10,215
| – | – | 0.4% | 35 |
|
|
2021
Q2 | $646K | Hold |
10,215
| – | – | 0.4% | 35 |
|
|
2021
Q1 | $654K | Hold |
10,215
| – | – | 0.43% | 31 |
|
|
2020
Q4 | $640K | Sell |
10,215
-230
| -2% | -$14.4K | 0.49% | 30 |
|
|
2020
Q3 | $620K | Hold |
10,445
| – | – | 0.53% | 30 |
|
|
2020
Q2 | $589K | Hold |
10,445
| – | – | 0.57% | 33 |
|
|
2020
Q1 | $579K | Sell |
10,445
-785
| -7% | -$43.5K | 0.7% | 29 |
|
|
2019
Q4 | $726K | Buy |
+11,230
| New | +$726K | 0.76% | 25 |
|